Apexium Financial’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Apexium Financial’s Portfolio MTUM Stock Details MTUM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$874K	Buy	+3,410	New	+$835K	0.04%	142

Other funds holding MTUM

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Apexium Financial's MTUM Position: Q3 2025 in Review

Apexium Financial opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q3 2025: 3,410 shares worth $874K. The stake represents 0.04% of the portfolio and ranks #142 among its holdings.

981 funds tracked by Wall St. Rank hold MTUM as of Q3 2025.

Apexium Financial held 3,410 shares of iShares MSCI USA Momentum Factor ETF worth $874K as of Q3 2025.
iShares MSCI USA Momentum Factor ETF was a new Apexium Financial position in Q3 2025.
iShares MSCI USA Momentum Factor ETF made up 0.04% of Apexium Financial's portfolio in Q3 2025, its #142 holding.
981 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.